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Coastline Complete Wealth’s Eli Lilly LLY Stock Holding History

Coastline Complete Wealth’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$910K Buy
990
+11
+1% +$11.2K 0.56% 33
2025
Q4 		$1.05M Buy
+979
New +$936K 0.66% 27

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Coastline Complete Wealth's LLY Position: Q1 2026 in Review

Coastline Complete Wealth increased its Eli Lilly (LLY) stake by 1.1% in Q1 2026, buying an estimated $11.2K and bringing the position to 990 shares worth $910K. The position accounts for 0.56% of the portfolio, ranked #33.

Coastline Complete Wealth first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2025. 4,373 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Coastline Complete Wealth held 990 shares of Eli Lilly worth $910K as of Q1 2026.
  • Coastline Complete Wealth bought 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
  • Eli Lilly made up 0.56% of Coastline Complete Wealth's portfolio in Q1 2026, its #33 holding.
  • Coastline Complete Wealth first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's Eli Lilly position peaked at $1.05M in Q4 2025.
  • 4,373 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.